Smith, Moses and Cozad, LLC

10/20/2026

The money still matters, so start investing early

A financial planner who studies retirement happiness says money, meaningful pursuits and close friendships can all shape life after work.

10/18/2026

During the autumn weeks of pre-holiday madness, conveying the message that the act of giving doesn’t need to cost money can be a priceless! Involve your kids in volunteering!

Help your kids learn kindness with age-tailored volunteer activities. From toddlers to teens, discover ways to make giving back a rewarding habit.

10/17/2026

Are you planning to retire? Make sure you know about longevity risk.

10/16/2026

Think your house is ready for the winter months? Use this checklist to make sure so you can avoid costly surprises next spring.

You’ll definitely regret not checking these items off of your to-do list BEFORE winter arrives.

10/15/2026

Thinking about renting an RV and getting out of Dodge? Check out these tips for navigating the wild roads in the national parks RV style. Pro Tip: No night driving, you miss the view!

Our 11 Essential Tips for RV Camping in National Parks can save you a lot of time and money! For example, you will absolutely want to be sure you...

10/14/2026

Identity theft reports and losses are rising—but protection doesn’t have to be complicated.

Sometimes the best defense is one simple habit: changing an old password, turning on MFA, or pausing before clicking a link.

This Identity Theft Awareness Week, pick one small thing you can do better—and do it today.

10/13/2026

🌴 Do you ever feel like you’re so focused on saving for the future that you forget to enjoy today?

A recent SoFi survey found that 72% of Americans would accept slower progress toward their financial goals to spend more time with family, travel, and enjoy meaningful experiences.

And 59% say enjoying life is part of what financial progress means to them.

The goal? Finding a balance between living well today and planning for tomorrow.

What does financial progress look like to you?

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/11/2026

Does tailgating with kids seem challenging? It doesn’t have to be! Grab one of these affordable, fun games and keep everyone entertained.

Tailgating is a fun way to interact, relax and enjoy some delicious food before a big game. But have you ever

10/10/2026

Put your knowledge to the test. -TermCare

10/09/2026

Post-summer blues are the pits. Don’t book an expensive vacation to cope. Try sipping on one of these instead for a smooth segue to fall.

Just when you thought sangria season was over.